Changelog

New list endpoints are now available in the Public API, which expands the practical read surface for partners and integrators. These endpoints support pagination, sorting, search, and allowlisted filters, and the docs have been updated to reflect the new surface area.

• New list endpoints now available:
  • conversation/list
  • conversation/{id}/message/list
  • site/list
  • user/list
  • client/list
• This makes it possible to browse core records through the API instead of relying on one-by-one fetch patterns.
• The list behavior is standardized across these endpoints, with shared support for pagination, sorting, search, and filtering.
• conversation/{id}/message/list also extends the API deeper into conversation history, not just top-level records.
• The developer docs have been updated alongside the release.

Added the ability to soft delete a client record. Soft deleted clients can be recovered if needed (based on permissions).

Personalize controls for Site and Client side panels, so teams can show, hide, and reorder supported properties.

Conversation participant search is faster and more reliable when finding people across large datasets.

Service Level and Terms of Service selectors now use an updated inline menu experience in side panels.

Trialing clients now stay in the membership plan flow instead of being sent to the billing portal too early.

The public API now supports POST conversation/submit

Users with permissions now have the ability to bulk soft delete sites.

Automatic revenue sharing enabled by default for eligible subscription management partners.

Stripe onboarding now defaults new connected accounts to a monthly payout schedule, and bank account status is clearer when setup is complete.

Signal repeat intervals expanded up to 60 with autocomplete.

Scheduled active memberships now retain automatic Stripe Tax as expected.

Large SLA bulk updates now show the correct site-update warning language.

Added POST /v1/site so integrators can create sites with core details like address, monitoring, notes, client links, terms acceptance, SLA, and owner assignments.

Added PATCH /v1/site/{id} so integrators can update those same core site details on existing sites.

Improved bulk delete reliability so large delete jobs are more predictable and easier to track.

Improved site deletion so related records are handled safely and deleted addresses can be restored later.

Fixed partner export behavior so all expected addresses are included in client-site.json.

Fixed D-Tools and Portal.io imports so contacts without a last name no longer fail import.

Fixed the Day 1 submission flow so missing primary clients no longer cause failures.

Fixed conversation drafts so deleted drafts stay in sync after refresh and across browser tabs.

Updated Settings > Stripe to include the following fields. This is to support our move to Automated Revenue Sharing.

• Account Email
• Bank Account details
• Payout details

Conversation composer and side panel issues, including assignee dropdown flicker, draft reply state loss, requester lookup and error copy, attachment display, merge suggestions, and conversation identification from inbound SMS.

Sidekick panel regressions so it stays open when expected and no longer auto-opens or closes unexpectedly on refresh or URL-param flows.

Signal scheduling and notification issues, including recurring schedule duplication, mobile transcript layout, invalid SMS handling, holiday deadline display, and fallback routing.

View and list behavior so large-screen scrolling, duplicate rows, pagination, nav resize persistence, and Me assignee filtering work correctly.

Notification and email edge cases, including blocked sender handling, brand-group CC filtering, inbox header alignment, and outbound header size limits.

ProVision Public API

The new ProVision Public API gives partners a faster way to connect ProVision data to their own tools and workflows.

Partners can now generate API keys in Settings → Integrations → Developer and get started with the API docs.

The first release includes endpoints for reading conversation details and context, updating conversation fields, looking up clients, sites, and users, creating clients, and linking clients to sites.

Available endpoints at launch:

• GET /v1/conversation/{id}
• GET /v1/conversation/{id}/context
• PATCH /v1/conversation/{id}
• GET /v1/client/{id}
• POST /v1/client
• GET /v1/site/{id}
• PUT /v1/client/{clientId}/site/{siteId}
• GET /v1/user/{id}

Partners can now link an existing client to an existing site through the Public API.

Conversation attachments now use a more compact layout, making messages with many files easier to scan.

Transcript and audio attachments use more of the available width on mobile for easier reading and playback.

Fixed edge case where users trying to set assignee would cause application to flicker on Windows devices.

Editing a recurring Signal schedule no longer creates duplicate or missing events after save.

Introducing Suggested Merge Targets

• Previously when a user went to merge a conversation, they had to search for the conversation they want to merge into. Now users will see Suggested Merge Targets, which is non-closed conversations for the requester + currently opened tabs in ProVision.
• These Suggested Merge Targets aim to help our users workflow to faster merge conversations, by reducing the need to search for the conversation they want to merge into.

Partners can now create clients through the public API, including email addresses and phone numbers.

Account Manager and Project Manager pickers are now sorted alphabetically to make selection faster.

Call transcript attachments now better match the newer transcript experience.

Subscription status tracking is now separated from subscription phase, making membership state easier to understand and troubleshoot.

Partners using automated revenue sharing can now enter pre-sold membership prices with cents.

Site Documentation now includes Elan/Nice as an audio system brand option.

Memberships without a schedule now show a No schedule empty state instead of leaving the section blank.

Conversation assignees now get the unread indicator on new public replies even if they have not replied yet.

The app inbox header now lines up correctly with adjacent panels.

Membership payment details now show the saved card correctly instead of Not found when a valid payment method exists.

Billing portal links from the subscriptions report now open the correct destination.

The public API now includes a GET client endpoint with contact details.

ProVision now supports photo avatars in Settings > Users, helping users feel more connected to the team behind their conversations with profile photos that appear across the platform.

Settings > Company has been refreshed with Client Segments and Company Info tabs, making it easier to self-manage client segments and view support details and legal links for each segment.

Unread indicators are more consistent across the product.

Subscription quick actions now include pause and unpause controls.

Bulk progress updates now handle restricted partner access cleanly instead of failing.

Conversation summaries handle large conversations more reliably instead of failing on oversized inputs.

Invalid Signal SMS destinations no longer interrupt notification flows and can safely fall back when needed.